Patrick Nee is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His prior work includes roles at Boston Retirement Group, Mass Mutual Investors Services, and MSI Financial Services. He serves as a council member for Saint Margaret Mary. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement plan solutions utilizing model portfolios overseen by an internal Investment Committee and integration of third-party resources.

David Rampello is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 35 years of industry experience. He has been with Commonwealth since 2012. In addition to his advisory role, he is involved in fixed insurance sales as an agent under the name Park View Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while offering operational, trading, compliance, and practice-management resources to affiliated advisors.

David Anderson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2011, alongside his role at Financial Foundations beginning in 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to construct client portfolios with access to proprietary and third-party investment solutions.

Louis Glantz is a financial advisor at Commonwealth Financial Network with 11 years of industry experience and holds a Series 66 designation. He has worked at Commonwealth Financial Network since 2010, with a brief concurrent affiliation at Vision Wealth Partners starting in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gregory Freeman is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a long-term approach supplemented by shorter-term trades for rebalancing or cash needs.

Stephanie Rivas is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and over 20 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. She serves as Chair Elect on the Board of Directors for Finseca and is also an owner and speaker at a financial speaking engagement business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

Matthew Fletcher is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at LPL Financial, Flipside Crypto, Inc., and Morgan Stanley. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Gail Sullivan is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Aurora Financial Advisors, LLC, and North American Management Corp. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management services. The firm employs an enhanced open architecture investment approach, combining active and passive strategies, third-party managers, and private funds, while incorporating tools such as trend-following and options overlay strategies.

John Frongillo Jr. is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Integrated Wealth Concepts and affiliated entities since 2016, with prior experience at Osaic FA, Inc. and Osaic FS, Inc. His business activities include providing investment advisory services through Integrated Wealth Concepts. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios constructed with mutual funds, ETFs, individual equities, and fixed income, generally following a long-term investment approach.

Daniel Walsh is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. He has been with Walsh Investment Services and Commonwealth Equity Services, Inc. since 1992. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a wide array of securities and insurance products.

John Dolan Jr. is a Series 65-licensed financial advisor with 48 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following a 15-year tenure at Lincoln Financial Advisors Corporation. Centaurus Financial, Inc. serves a diverse client base including individuals of varying net worth, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and specialized advisory services, utilizing multiple analytical approaches and a variety of investment options.

Adam Zandonella is a financial advisor with Eagle Strategies (New York Life), holding Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Bain Capital LP and has roles with McGuire & Wright Financial Group LLC focused on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services that emphasize tailored recommendations and primarily non-discretionary asset management.

Robert Walter is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Co. since 2006. Outside of his advisory role, Walter serves on the boards of the NABNASSET Improvement Association and the Hannah Grace Bazemore Foundation, which supports services and programs for children. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Ruslan Burshteyn is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has worked at Integrated Wealth Concepts since 2023 and also operates Stowbrook Business Solutions, providing accounting services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, consulting, and family office services. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income, combining enterprise scale with a range of sponsored model and wrap-fee options.

James Ball is a financial advisor with Commonwealth Financial Network in Westborough, MA. He holds the ChFC® designation and Series 63 license and has 42 years of industry experience. He has worked at Commonwealth Financial Network since 1986 and has operated James N Ball & Company, Inc. since 1999. Ball serves on the board of directors for Avidia Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational and compliance support to affiliated advisors.

Brooke Fleming is a financial advisor at Commonwealth Financial Network with 9 years of industry experience. She holds the ChFC® and Series 66 credentials. Brooke’s work history includes roles at EverRise and Ball Financial Services/James N Ball & Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Richmond is a financial advisor at Commonwealth Financial Network with two years of industry experience. He is also the president and owner of Joseph A Richmond CPA PC, a firm he has led since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm offers diverse investment solutions, including discretionary model portfolios and customizable program options.

Michael Hanley is an advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Kestra Advisory since 2006 and has held roles at Berkshire Equity Sales, Inc. and FMG Financial Services dating back to 1989. Outside of his advisory work, Hanley manages Oakley Properties, LLC and participates as a customer attending board meetings at Avidia Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Magdeleine Guiney is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to her current role, she held positions at Benison Financial Services and Dell Technologies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Lauren Campbell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. She has worked at Commonwealth Financial Network since 2016 and is also associated with Joe Sent Me. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.